SWMG
Signature Wealth Management Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
4,453
+157
| +4% | +$10.9K | 0.12% | 100 |
|
|
2025
Q1 | $305K | Buy |
+4,296
| New | +$305K | 0.12% | 103 |
|
|
2024
Q2 | – | Sell |
-3,861
| Closed | -$248K | – | 102 |
|
|
2024
Q1 | $248K | Sell |
3,861
-23
| -0.6% | -$1.48K | 0.11% | 97 |
|
|
2023
Q4 | $236K | Buy |
+3,884
| New | +$236K | 0.11% | 96 |
|
|
2023
Q2 | $241K | Buy |
3,250
+60
| +2% | +$4.45K | 0.11% | 93 |
|
|
2023
Q1 | $246K | Buy |
3,190
+49
| +2% | +$3.78K | 0.12% | 91 |
|
|
2022
Q4 | $263K | Buy |
3,141
+14
| +0.4% | +$1.17K | 0.13% | 85 |
|
|
2022
Q3 | $245K | Buy |
3,127
+32
| +1% | +$2.51K | 0.12% | 86 |
|
|
2022
Q2 | $240K | Buy |
+3,095
| New | +$240K | 0.12% | 83 |
|
|
2018
Q4 | – | Sell |
-55
| Closed | -$10K | – | 220 |
|
|
2018
Q3 | $10K | Hold |
55
| – | – | 0.01% | 184 |
|
|
2018
Q2 | $9K | Hold |
55
| – | – | 0.01% | 196 |
|
|
2018
Q1 | $9K | Hold |
55
| – | – | 0.01% | 191 |
|
|
2017
Q4 | $9K | Buy |
+55
| New | +$9K | 0.01% | 198 |
|